EZM icon

WisdomTree US MidCap Fund

75 hedge funds and large institutions have $291M invested in WisdomTree US MidCap Fund in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
10
Increased
30
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.1M 687,491 -20,872 -3%
Bank of America
2
Bank of America
North Carolina
$31.7M 368,592 +71,935 +24%
3AM
3
3D Asset Management
Connecticut
$27.6M 321,074 -3,695 -1%
UBS Group
4
UBS Group
Switzerland
$25.6M 298,096 +16,508 +6%
SB
5
Suntrust Banks
Georgia
$19.6M 227,566 +34,952 +18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$16.9M 196,341 +14,789 +8%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$9.93M 115,603 +115,603 New
NFC
8
Northeast Financial Consultants
Connecticut
$9.19M 106,982 +22,930 +27%
GA
9
Gateway Advisory
New Jersey
$8.61M 100,160 -2,436 -2%
GI
10
Gradient Investments
Minnesota
$8.47M 98,537 +3,104 +3%
LPL Financial
11
LPL Financial
California
$7.87M 88,483 -76,012 -46%
Wells Fargo
12
Wells Fargo
California
$6.6M 76,835 +6,048 +9%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.61M 53,742 +1,610 +3%
VC
14
Vicus Capital
Pennsylvania
$3.91M 32,582 -2,137 -6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.82M 44,462 +2,160 +5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.65M 42,428 +42,428 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.35M 38,952 +18,633 +92%
AIG
18
American International Group
New York
$3.3M 38,354 +27,397 +250%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.76M 32,080 -887 -3%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$2.62M 30,469 +242 +0.8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.29M 26,629 +11,764 +79%
Citadel Advisors
22
Citadel Advisors
Florida
$2.16M 25,125 +3,170 +14%
HT
23
Hefren-Tillotson
Pennsylvania
$2.1M 24,486 +190 +0.8%
AIM
24
Advantage Investment Management
Iowa
$2.08M 24,214 +24,214 New
SCA
25
Strategic Capital Alternatives
United States
$1.96M 22,808 +165 +0.7%